+329.1%
ARKK vs COO
+17.5%
+311.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -14.7% | +12.9% | +7.2% |
| 7D | -4.7% | -23.3% | +18.6% | +11.0% |
| 30D | +3.1% | -29.5% | +32.5% | +26.3% |
| 3M | +13.8% | -20.0% | +33.7% | +27.8% |
| 6M | +14.0% | -27.2% | +41.2% | +35.0% |
| YTD | +8.0% | -33.9% | +41.9% | +36.1% |
| 1Y | +9.9% | -19.9% | +29.9% | +20.8% |
| 3Y | +90.2% | -38.1% | +128.2% | +134.3% |
| 5Y | -29.9% | -52.0% | +22.1% | +2.6% |
| All | +329.1% | +17.5% | +311.6% | +289.6% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded COO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling